Job Description:
AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We are an integrated team of technologists, investment professionals, and operations experts working to help our clients stay at the pioneering front of wealth management.
The Opportunity
We are seeking a talented Associate Data Engineer, Analytics Engineering to join our data engineering team in Charlotte. This position offers an exceptional opportunity to accelerate your career in a collaborative environment where you’ll gain hands-on experience building trusted data pipelines, transformations, and analytic data assets for the wealth management industry.
As an Associate Data Engineer, you’ll work alongside experienced data and analytics engineers who will mentor you while you contribute to meaningful projects that drive our business forward. You’ll help transform raw data into governed, high-quality datasets using modern tools such as SQL, dbt, Snowflake, Git, and cloud data platforms. We’ve designed a clear pathway for your advancement as you develop technical expertise, business domain knowledge, and the ability to take on increasingly complex responsibilities.
We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.
Key Responsibilities
- Analytics Engineering: Build, test, and maintain dbt/SQL data transformations and pipelines that deliver reliable, analytics-ready datasets in Snowflake
- Data Modeling: Assist in developing dimensional models, curated data marts, and reusable data assets that support reporting, analytics, and business decision-making
- Data Quality & Documentation: Implement data validations, tests, and clear documentation to improve data accuracy, completeness, consistency, lineage, and trust
- Business Collaboration: Partner with analysts, data stewards, engineers, and business users to understand processes, clarify data requirements, and translate business needs into scalable data solutions
- Problem Solving: Apply analytical thinking to investigate data or tool issues, validate assumptions, resolve technical challenges, and propose practical solutions with appropriate guidance
- Engineering Practices: Use Git-based development workflows, including branching, pull requests, code reviews, testing, and team standards for maintainable data code
- AI-Enabled Engineering: Responsibly leverage and build AI-assisted methods to accelerate SQL/dbt development, documentation, testing, and troubleshooting
- Continuous Improvement: Actively participate in agile ceremonies, retrospectives, knowledge-sharing sessions, and structured mentorship to develop professional and technical skills
- Governance & Observability Exposure: Learn modern data governance and observability concepts, including lineage, ownership, freshness, schema health, and data reliability
Knowledge, Skills, Abilities:
- Solid foundation in SQL with demonstrated ability to analyze, transform, and validate data
- Exposure to or interest in dbt, Snowflake, and modern analytics engineering practices
- Experience with version control systems, especially Git, and collaborative workflows including branches and pull requests
- Familiarity with Python for scripting, automation, or data manipulation a plus
- Basic understanding of data modeling, ETL/ELT concepts, data quality, and analytics/reporting workflows
- Strong problem-solving skills with ability to break down complex or ambiguous problems methodically
- Excellent communication skills with ability to discuss technical concepts clearly to technical and non-technical audiences
- Comfort working with business users to understand processes, clarify requirements, and translate business needs into data requirements
- Demonstrated commitment to continuous learning and professional growth
- Familiarity with cloud platforms, especially Azure, a plus
- Exposure to data governance, catalog, lineage, or observability tools such as Atlan or Monte Carlo a plus
- Interest in financial technology or wealth management domains a plus
Qualifications & Experience
- 0-3 years of experience in data engineering, analytics engineering, business intelligence, data analysis, software engineering, or a related technical role; recent graduates with relevant project work or internships are encouraged to apply
- Bachelor's degree in Computer Science, Data Analytics, Information Systems, Engineering, Mathematics, Statistics, Business Analytics, or related technical field, or equivalent practical experience
Why Join AssetMark?
- Be part of a collaborative, mission-driven culture focused on making a real impact in financial services
- Work with modern data technologies while learning industry best practices through structured mentorship from experienced engineers
- Develop both technical and business domain expertise in the wealth management industry, with clear advancement pathways as you grow
- Gain exposure to different aspects of our data ecosystem, including analytics engineering, data quality, governance, observability, and business intelligence
- Access comprehensive training resources, workshops, and learning materials designed to accelerate your professional development
- Enjoy comprehensive benefits, competitive compensation, and a supportive work environment that values your growth
- Opportunity to build your career in a high-growth company backed by private equity
AssetMark values diversity of thought and background and is committed to building an inclusive workplace. We encourage applications from candidates of all backgrounds, including those who are traditionally underrepresented in technology.
Compensation: The Base Salary range for this position is between $94,000-$110,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
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Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
- Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
- Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
- Unyielding Integrity, doing what’s right, always. Even when it’s hard.
- Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
- Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.